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Sarah Norris is listed as Partner, Director of Portfolio & Wealth Advisory at BBR Partners at BBR Partners, a company with 148 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at bbrpartners.com and a matched LinkedIn profile for Sarah Norris.
Sarah Norris previously worked as Partner, Head of BBR Midwest at Bbr Partners and Executive Director at J.P. Morgan Private Bank. Sarah Norris holds Master Of Business Administration (Mba), Marketing, Business/Managerial Economics from Northwestern University - Kellogg School Of Management.
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AeroLeads found 1 current-domain work email signal for Sarah Norris. Compare company email patterns before reaching out.
Sarah joined BBR Partners in 2015 and is a Director of Portfolio & Wealth Advisory and Head of BBR Chicago. Sarah works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Sarah is also a member of BBR’s Investment Committee and BBR Connect.Prior to joining BBR, Sarah was an Executive Director in the Private Bank at JP Morgan where she worked with wealthy families, individuals and single family offices creating solutions for their complex financial needs. Prior to working in the Private Bank, Sarah was selected as a First Chicago First Scholar where she rotated through various departments at the bank which included the fixed income trading desk and mortgage banking.Sarah holds an MBA from Northwestern University Kellogg School of Management and a BA from Brown University with a concentration in International Relations and a minor in Economics. Sarah serves on the board of trustees for the Latin School of Chicago and is Chair of the school’s Investment Committee. She also is a member of the Investment Committee for the Jewish United Fund.Sarah lives in Chicago with her husband and four children. She enjoys traveling with her family and is always planning the next adventure. She is a purpose-driven leader with proven experience building and managing successful teams and a senior private wealth management executive with expertise in understanding family dynamics, constructing investment portfolios, and designing strategic financial plans. She understands nuanced market dynamics and complex inter-generational relationships and manages investment portfolios with tactical asset allocation models. A proven leader in the financial services industry, she is powered by empathy with a collaborative approach to problem-solving. She values creating success for those around her and fostering a compassionate corporate culture.
Listed skills include Public Speaking, Asset Management, Portfolio Management, Management, and 6 others.
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Greater Chicago Area
- Manage Chicago office of 20+ BBR Investment Advisors.- Work with high-net-worth clients to develop their overall financial strategy and manage their investments.- Integrate client investment portfolios with tax and estate planning into a cohesive wealth management plan.
- Worked with families, individuals, and single-family offices to create solutions for their complex financial needs.Managed investment portfolio of $1B+, focusing on analyzing, coordinating, and consolidating internal and external assets.- Recommended asset allocation strategies, including fixed income, equities, and alternative assets.- Collaborated with.
- Rotated through various divisions, including fixed income, trading desk, and mortgage banking, to gain insight and develop a comprehensive understanding of the industry.- Specifically focused on mortgage banking and fixed-income trading, trading treasuries, and agency paper.
Other employees you can reach at bbrpartners.com. View company contacts for 148 employees →
Christopher Melillo
Colleague at Bbr Partners
Greater Chicago Area, United States
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MB
Mohcine Ballin
Colleague at Bbr Partners
Gelderland, Netherlands, Netherlands
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JH
Jane Harris
Colleague at Bbr Partners
Chesterfield, England, United Kingdom, United Kingdom
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Brijmohan Bhoag
Colleague at Bbr Partners
Bronx, New York, United States, United States
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ME
Michelle Emuna
Colleague at Bbr Partners
New York, New York, United States, United States
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KT
Kaylah Thomas
Colleague at Bbr Partners
Lake Worth, Florida, United States, United States
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BR
Bridget Ryan
Colleague at Bbr Partners
New York, New York, United States, United States
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Sonia Thorne
Colleague at Bbr Partners
New York, New York, United States, United States
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LC
Lashawn Chambers
Colleague at Bbr Partners
Dallas, Texas, United States, United States
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KP
Kamaksha Prasad
Colleague at Bbr Partners
Hyderabad, Telangana, India, India
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Activities and Societies: Varsity Field Hockey
Quick answers generated from the profile data available on this page.
Sarah Norris works for BBR Partners.
Sarah Norris is listed as Partner, Director of Portfolio & Wealth Advisory at BBR Partners at BBR Partners.
AeroLeads has found 1 work email signal at @bbrpartners.com for Sarah Norris at BBR Partners.
Sarah Norris is based in Greater Chicago Area, United States, United States while working with BBR Partners.
Sarah Norris has worked for Bbr Partners, J.P. Morgan Private Bank, and First Chicago Bank & Trust.
Sarah Norris's colleagues at BBR Partners include Christopher Melillo, Mohcine Ballin, Jane Harris, Brijmohan Bhoag, and Michelle Emuna.
You can use AeroLeads to view verified contact signals for Sarah Norris at BBR Partners, including work email, phone, and LinkedIn data when available.
Sarah Norris holds Master Of Business Administration (Mba), Marketing, Business/Managerial Economics from Northwestern University - Kellogg School Of Management.
Sarah Norris is listed with skills including Public Speaking, Asset Management, Portfolio Management, Management, Financial Analysis, Strategic Planning, Investments, and Social Media.
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